Atria Investments, Inc

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
Jordan Darr - Director
Location
Charlotte, NC
Holdings as of
31 Mar 2023
Value $
$5,282,944,946
Num holdings
810
Filing time
10 May 2023, 16:54:38 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, MSFT, BSV, OACP, and OAIM.
Previous filing
Q4 2022 - 31 Jan 2023
Next filing
Q2 2023 - 04 Aug 2023
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q1 compared to 2022 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jordan Darr Director Charlotte, North Carolina 08 May 2023

ATRIA INVESTMENTS LLC PRIMARILY CONDUCTS ITS ADVISORY BUSINESS AS ADHESION WEALTH ADVISOR SOLUTIONS.

Other Included Managers (19):

Num Name Location File Number
1 HBKS Wealth Advisors
2 Vivaldi Capital Management LP Chicago, IL 028-18047
3 WORLD EQUITY GROUP, INC. Schaumburg, IL
4 Ausdal Financial Partners, Inc. Davenport, IA 028-17378
5 OneAscent Financial Services LLC Birmingham, AL 028-19577
6 LIFEMARK SECURITIES CORP.
7 Pinnacle Wealth Planning Services, Inc. Mansfield, OH 028-18382
8 Peak Capital Management LLC Greenwood Village, CO 028-18093
9 Stewardship Advisory Group
10 Belpointe Asset Management LLC Reno, NV 028-18182
11 CENTAURUS FINANCIAL, INC. Anaheim, CA 028-18315
12 WealthBridge Capital Management, LLC Westerville, OH 028-19275
13 Thrive Wealth Management, LLC Audubon, PA
14 Cascadia Advisory Services, LLC Portland, OR 028-19853
15 Sanctuary Advisors, LLC Indianapolis, IN
16 WEALTH ALLIANCE, LLC Mellville, NY 028-19913
17 F3Logic, LLC Burnsville, MN 028-18727
18 Summit Financial, LLC Parsippany, NJ 028-19062
19 Eagle Bay Advisors LLC New York, NY 028-21307